Home Equity Specialist

About This Role

This role involves engaging with consumers to educate them on JG Wentworth's Home Equity Cashout product, guiding them through the funding process, and maximizing conversion from lead to funding. The specialist will manage inbound leads and proactive outreach to build a consistent pipeline of applicants.

Responsibilities

• Engage consumers who have inquired about financial solutions and inform them of the Home Equity Cashout option
• Describe the Home Equity Cashout's terms, benefits, and cashout options to individuals
• Maximize conversion from lead to application, acceptance, approval, and ultimate funding
• Manage inbound leads and cross-sell opportunities through proactive outreach and prompt responsiveness
• Develop and maintain a consistent pipeline of HEC applicants
• Guide each individual through the application process while delivering timely updates and clear direction
• Demonstrate empathy and rapport-building while uncovering consumer financial goals and offering solutions
• Collaborate with cross-departmental teams to provide exceptional customer service
• Demonstrate a desire for continuous improvement through ongoing coaching and training
• Ensure all transactions adhere to compliance standards
• Meet or exceed daily metrics and monthly targets

Requirements

• Real Estate Broker license through the California Department of Real Estate
• Bachelor's degree
• Strong business acumen and professionalism
• Excellent verbal and written communication skills
• High energy, competitive, passionate, and motivated
• Ability to thrive in a fast-paced environment
• Capability to think critically and analyze risk
• Ability to work independently and as part of a team
• Strong analytical, problem-solving, and decision-making abilities

Qualifications

• Bachelor's degree

Nice to Have

• Recent experience as a Mortgage Loan Officer or similar role

Skills

* Required skills

Benefits